Parent-Child Relationships for Leads

[JVWright]

I've got a successful web-to-lead system set up.

I need new leads whose email addresses match existing leads to be filed as children of the previously existing leads.

Can anyone point me to the correct resources or give me a quick primer on how this would be accomplished?

Thanks in advance.

[eNick]

You need a relationship field on your lead and a logic hook, triggered on the before_save of the lead which would search the database for an pre-existing email address and then link up the relationship to the other lead.


The wiki has a good introduction to logic hooks.

http://www.sugarcrm.com/wiki/index.p...c#Module_hooks

And you'll need to understand all about SugarBeans and how to retrieve them - so that you understand how to search the database for the original lead.